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brisboutique_19
Level 1

I show a balance Adv SafeBalance Banking on my dashboard. Does that mean that I have a checking account with quickbooks?

 
1 Comment 1
NerbynMaeI
QuickBooks Team

I show a balance Adv SafeBalance Banking on my dashboard. Does that mean that I have a checking account with quickbooks?

This doesn't necessarily mean you have check accounts in QuickBooks Online, brisboutique_19. Let me discuss why this showing to your dashboard.

 

First off, all accounts whether it's added manually or connected to online banking will automatically show in the dashboard. This could be the reason why "Adv Safe Balance Banking" shows in your dashboard.

 

To verify this and manage your accounts, you can easily view and navigate your Chart of Accounts in QuickBooks Online. Here’s a step-by-step guide to help you do that:

 

  1. Log in to your QuickBooks Online accounts.
  2. Go to the Transactions menu.
  3. Click the Chart of Accounts.
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Additionally, this article provides valuable information to help users understand, set up, manage, and utilize the Chart of Accounts in QuickBooks Online: Learn about the Chart of Accounts in QuickBooks Online.

 

Consider upgrading to QuickBooks Online Advanced it offers a range of advanced features designed to streamline your accounts management. It also enables you to fully leverage these powerful tools for enhanced financial oversight.

 

Lastly, this link directs you to a page on the QuickBooks website that explains QuickBooks Cash accounts and the Cash Flow menu: QuickBooks Checking FAQ.

 

If you have any questions or queries regarding your Adv Safe Balance Banking on your dashboard, don't hesitate to Reply below. The Community team is always here to assist you.

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